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Daily Archives: May 18, 2021

Episode 39: Bernie Kiely on Working With Industry Organizations

"...For Advisors"By Peter McGrattyMay 18, 2021

“I spoke at the Financial Planning Association of New Jersey one day, and after I spoke, a young lady came up to me and she said, you know, “There’s a remarkable difference between FPA members and members of NAPFA.” She said, “FPA members are all salespeople. They are all competitors.” . . . “NAPFA members…

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